+28.4%
FSUN vs VOO
+75.5%
-47.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.1% |
| 7D | -0.7% | -2.7% | +2.0% | +0.8% |
| 30D | +1.1% | -5.4% | +6.5% | +4.2% |
| 3M | -2.2% | -4.1% | +1.9% | 0.0% |
| 6M | +5.9% | +0.7% | +5.2% | +5.1% |
| YTD | +3.4% | +8.7% | -5.3% | -1.8% |
| 1Y | +16.3% | +11.0% | +5.3% | +9.2% |
| 3Y | +28.4% | +75.5% | -47.0% | -0.9% |
| All | +28.4% | +75.5% | -47.1% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling